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Principia Wealth Advisory’s CME Group CME Stock Holding History

Principia Wealth Advisory’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$5.46K Buy
20
+1
+5% +$272 ﹤0.01% 259
2025
Q3 		$5.13K Buy
19
+2
+12% +$544 ﹤0.01% 269
2025
Q2 		$4.69K Buy
17
+4
+31% +$1.09K ﹤0.01% 240
2025
Q1 		$3.3K Buy
13
+2
+18% +$493 ﹤0.01% 230
2024
Q4 		$2.56K Buy
+11
New +$2.53K ﹤0.01% 207

Other funds holding CME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principia Wealth Advisory's CME Position: Q4 2025 in Review

Principia Wealth Advisory increased its CME Group (CME) stake by 5.3% in Q4 2025, buying an estimated $272 and bringing the position to 20 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Principia Wealth Advisory first reported a position in CME in Q4 2024 and has held it in 5 quarters since. 1,736 funds tracked by Wall St. Rank hold CME as of Q4 2025.

  • Principia Wealth Advisory held 20 shares of CME Group worth $5.46K as of Q4 2025.
  • Principia Wealth Advisory bought 1 CME Group share in Q4 2025, an estimated $272.
  • CME Group made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #259 holding.
  • Principia Wealth Advisory first reported a position in CME Group in Q4 2024 and has held it in 5 quarters since.
  • 1,736 funds tracked by Wall St. Rank held CME Group as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.